Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 119 $32.4K <0.01% 0 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 8,492 $31.2K 0.52% -465 13F-HR Timeline Security National Bank More: the full row for Security National Bank 114 $31K <0.01% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 112 $30.5K 0.02% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 110 $30K 0.01% -5 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 100 $29.9K 0.02% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 103 $28.1K 0.01% -1 13F-HR Timeline Group Lavaca Capital LLC More: the full row for Lavaca Capital LLC 100 $27.2K 0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 100 $27K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 99 $27K <0.01% -6 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 91 $24.8K 0.01% 0 13F-HR Timeline Group Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 88 $24K 0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 88 $24K 0.01% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 85 $23.3K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 83 $22.6K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 82 $22.4K <0.01% -45 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 80 $21.8K <0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 80 $21.8K 0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 75 $20.4K <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 73 $19.9K <0.01% new 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 73 $19.9K 0.01% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 69 $18.9K 0.01% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 69 $18.8K <0.01% new 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 66 $18K 0.01% 0 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 65 $17.8K <0.01% +63 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 65 $17.7K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 64 $17.4K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 64 $17.4K <0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 62 $16.9K <0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 60 $16K <0.01% +36 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 57 $15.6K <0.01% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 56 $15.2K 0.01% 0 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 55 $15K 0.01% 0 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 54 $14.8K <0.01% new 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 53 $14.5K 0.01% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 53 $14.4K <0.01% 0 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 52 $14.2K 0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 50 $13.6K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 50 $13.6K 0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 49 $13.3K <0.01% -50 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 46 $12.5K <0.01% -102 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 46 $12.5K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 45 $12.3K <0.01% 0 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 45 $12.3K <0.01% 0 13F-HR/A Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 42 $11.5K 0.01% 0 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 41 $11.1K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 39 $10.6K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 36 $10K <0.01% -1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 36 $9.89K <0.01% -73 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 33 $9.11K 0.01% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 28 $8K <0.01% +13 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 29 $7.9K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 29 $7.9K <0.01% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 27 $7.35K <0.01% -263 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 26 $7.08K <0.01% 0 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 28 $7K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 25 $6.81K <0.01% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 25 $6.81K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 25 $6.81K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 25 $6.81K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 24 $6.54K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 24 $6.54K <0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 21 $5.78K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 20 $5.45K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 19 $5.24K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 19 $5.19K <0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 18 $4.9K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 17 $4.63K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 17 $4.63K <0.01% new 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 16 $4.36K <0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 13 $3.54K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 13 $3.43K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 10 $2.78K <0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 10 $2.72K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 10 $2.72K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 9 $2.45K <0.01% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 8 $2.18K <0.01% +4 13F-HR Timeline Group Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 8 $2.18K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 6 $1.64K <0.01% -16 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 6 $1.63K <0.01% 0 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 4 $1.09K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 4 $1.08K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 5 $1K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 3 $1K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 3 $817 <0.01% new 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 3 $817 <0.01% 0 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2 $545 <0.01% new 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.